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Advisors near 11716

Out of 400,000+ nationwide

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Daniel S

Series 65

Shirley, NY

Freemind Financial Advisory

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Gina G

Series 65

Dix Hills, NY

Life Planning Agency, Inc

Income planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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Christopher W

Series 65

Commack, NY

First Shelbourne

Passive / index investing Active portfolio management Retired
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Joseph O

PFS™

Port Jefferson Station, NY

O'Hara Wealth Management Inc

Annuities
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Peter C

CFP®, ChFC®, Series 63, Series 65

Mt. Sinai, NY

Crystal Brook Advisors

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Self-Employed
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Joseph C

CFP®, Series 63, Series 65

Bayport, NY

Focus Planning Group

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement withdrawal strategies Cash flow / budgeting
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Gigi T

Series 65

Setauket, NY

Old Field Advisors LLC

Concentrated stock management Options & derivatives strategies Retirement income strategy
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Richard S

CFP®, Series 63, Series 66

Lindenhurst, NY

R. Seeger Wealth Management, Ltd

Wealth management
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Johnathan K

CFA®, Series 63, Series 66

Ronkonkoma, NY

Komich Capital Advisors

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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Richard S

CFA®, Series 63, Series 65

Bellport, NY

R.O.S. Asset Management

Active portfolio management Concentrated stock management
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